Scarsdale
Joined April 2021
- Tweets12.6K
- Following528
- Followers860
- Likes3.4K
$ORCL just bottomed this morning. Generational buy at dirt cheap valuation.
After some bullshit that threatens Texan's financial well being, her approval tatings will crater and she will flip (like all Dems) to be data center friendly. The Dems are greedy and eant cash, even resorting to fraud to get it, so have no fear, the AL trade and data centers will boom. $FRMI offers the biggest boom for the investment buck.
Ngl not happening and $FRMI is one of the most valuable data center assets in the USA that neither the founder @TobyRNeugebauer nor the Board realize. The stock is worth 10x if sold to Elon or more. Meanwhile the BOD and Toby are dicking around with Toby selling stock and getting Leopolded by hedge funds and investment banks. Maybe Ken should take Toby's shares out at depressed balue and run $FRMI up to $30 @citadel @MorganStanley
and nobody is going to buy @FermiAmerica for $10-20B? One of the best if not the best ai sites in the USA? @TobyRNeugebauer BOD needs to recognize the value right now and work with Toby and the State of Texas. The Dems want the money just like everyone else
@FermiAmerica BOD might not want to sell, but for the right price, everyone walks away happy with 10-15X or keeps their $SPCX stock 😬
Site is worth $10-$15B as a buyout. Toby @TobyRNeugebauer is worried about recapitalization and rightfully so, but 8500 acres of permitted land with plans for four nukes and what 17GW capacity is really something....the site will generate hundreds of billions in revenue and profit for decades. Toby is selling at a buck and change, but cant see the forest from the trees. I agree with him, sell the site and who cares about Tensorwave. @fermiamer BOD needs to market the site for $10B-$15B now and toby needs to take a deep breath and realize that he is either being manipulated by Wall Street or not realizing that he is selling pennies on the dollar. The parties need to get together and work it out, de-escalate and come to a resolution that benefits everyone...something we were all taught in kindergarten
I think Elon or Amazon (they walked as a tenant) but they could buy the whole damn thing and work out the details later
Really bad timing lol. $FRMI is going to get taken out if the offer is high enough. The poor guy probably cried when the news of the bipartisan data center vote broke yesterday. Data center stocks are going to explode and there is going to be a massive rush to acquire permitted sites. $FRMI could get taken out for $10B. @citadel @MorganStanley he probably was egged on by Goldman to sell his shares to Citadel who is going to turn around and Leopold him...sucker.